See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,026 | $76,000-31.5% | $154,107-66.2% | $64,186-18.9% |
| Participation rate | 83.9% | 70.4%+13.5pp | 83.0%+0.8pp | 69.6%+14.3pp |
| Annual return | -10.12% | 30.32%-40.4pp | 735.12%-745.2pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,834 | $3,351-15.4% | $5,298-46.5% | $2,381+19.0% |
| Participant deferral / active EE | $5,727 | $3,175+80.4% | $5,081+12.7% | $3,470+65.1% |
| Admin fee / account holder | $393 | $5,596-93.0% | $13,411-97.1% | $4,888-92.0% |